Title Date
SBUX shrs +1.4% – JPM Conf. Presentation Comments 2020-09-15
Consumer - A few pieces of news KHC, Advertising, Tariffs 2020-09-15
SBUX – Updates on QTD SSS Trends @ JPM Conf.; Aug US SSS dn 11% & China flat 2020-09-15
ACI - announces opportunistic share repurchase of 6.8M shrs at $12/shr 2020-09-15
KHC - Preannouncing Q3, guiding F20 above St. & announcing LT targets ahead of Investor Day (8am-1pmET) 2020-09-15
JR's Consumer Daily – 9.15.20 2020-09-15
CCL - Preannouncing Q3 Net Loss In Line w/St; Cash Burn In line w/Prior Guidance; 2H21 Bookings At Higher End of Historical Range w/Pricing dn MSD%; 55% Aug-Q bookings new (vs. FCCs); Reducing Ship Capacity By ~12% 2020-09-15
Consumer - News AMC: ANOTHER Shipping Price Increase, WMT/TikTok, SMG guidance raise, TIF/LVMH court date set, Citi Consumer Spending Comments, PEP's Driftwell, Cheese 2020-09-14
Consumer Spending – SYF QTD Purchase Volumes In line w/July (though lower than 2H Jun) While Noting Uptick Past 10 Days + Says Hasn’t Seen Any Impact From Expiration Of Elevated Unemployment Benefits 2020-09-14
Macro – Financials/Banks Commentary This Week In Focus For Implications Of Driving A Value Rotation In The Market. WFC BarCap Conf. Presentation Takeaways 2020-09-14
JR's Consumer Daily – 9.14.20 2020-09-14
EAT – J. Farmer Out w/Virtual Restaurant Deep-Dive (following up on 8/13 upgrade to Buy); 5 Key Takeaways 2020-09-14
WMT/TikTok - The Moment 90 Minutes After The Moment I Spoke Too Soon. WMT issues a media statement to Reuters “Walmart continues to have an interest in a TikTok investment & continues discussions w/ByteDance leadership & other interested parties.” Reuters 2020-09-13
Consumer – A Couple Pieces Of News To End The Weekend 2020-09-13
WMT/TikTok - The Moment Has Finally Arrived: Consumer Analysts No Longer Need To Follow The TikTok Sale Saga 2020-09-13
Consumer – Busy Fri Night/Sat AM of News Across A Wide Range Of Topics 2020-09-12
Consumer – Taking Stock Post BarCap/GS Confs., A Pretty Encouraging Week On The Whole. 4 Themes, Upcoming Catalysts & 1 Liners From The Conf. 2020-09-12
WMT/TikTok – China would prefer to let US shut down TikTok than force a sale as that would make ByteDance & China appear weak, according to Reuters citing 3 people w/direct knowledge of the matter. 2020-09-11
KR - early in Q&A, key comments so far (inc. QTD) 2020-09-11
KR - Reports Q220 Earnings, Q beats St. on EPS by ~43% driven by better topline & GMs; Raising F20 EPS guide ($3.20-3.30 vs. prev. $2.30-2.40, St. $2.86) on back of higher SSS, OpProfit & FCF 2020-09-11

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